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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,135 | $78,520-88.4% | $96,576-90.5% | $82,448-88.9% |
| Participation rate | 75.9% | 77.7%-1.9pp | 81.4%-5.6pp | 68.1%+7.8pp |
| Annual return | 18.22% | 41.30%-23.1pp | 38.47%-20.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $547 | $2,630-79.2% | $3,553-84.6% | $2,551-78.5% |
| Participant deferral / active EE | $868 | $6,754-87.1% | $7,956-89.1% | $4,139-79.0% |
| Admin fee / account holder | $761 | $13,455-94.3% | $11,381-93.3% | $7,234-89.5% |